How do I prepare payroll for the current salary period?

Open Payroll after advances and adjustments are up to date, select the salary period, review the results, then generate and inspect payslip output.

Help Center Categories Commissions & Payroll Generate Payroll
Answer

Open Payroll after advances and adjustments are up to date, select the salary period, review the results, then generate and inspect payslip output.

Before you start

  • Make sure salary advances and commission adjustments are already entered.
  • Confirm the exact payroll period you are generating.
  • Decide who needs to review the draft before payroll is treated as final.

Step-by-step guide

  1. Open Payroll and select the salary period and staff scope you want to generate.
  2. Review the calculated salary amounts and confirm advances or deductions are included.
  3. Generate the payroll only after the draft values look correct.
  4. Open payslip output or the payslip page to confirm staff-facing salary details are readable.

How to confirm it worked

  • The generated payroll belongs to the correct period.
  • Advances and expected deductions are visible in the result.
  • Payslip detail aligns with the generated salary values.

Common mistakes

  • Generating payroll before advances are entered.
  • Using the wrong salary period.
  • Treating payroll as final without checking sample payslips.

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